Autotask PSA: What does not store in Performance Dashboards or Workbooks?

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Question

What does not store in Performance Dashboards or Workbooks?

Environment

Autotask PSA

Answer

  • If a queue is empty upon provisioning, the application will not pull the queue over
  • If a resource is not in Autotask upon provisioning, the resource will not pull into the Dashboards later unless the books become re-provisioned
  • If you remove a resource from the database, the resource will remain in the dashboards until the books become re-provisioned

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